Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $102,413 |
Filed as: GALLAGHER BENEFIT SVCS INC Service code 16 · EIN 36-4291971 | Consulting | $28,576 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,172 | $86,795-75.6% | $67,681-68.7% | $64,728-67.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 73.7%+26.3pp | 57.9%+42.1pp |
| Annual return | 16.66% | 12.58%+4.1pp | 590.58%-573.9pp | 49.38%-32.7pp |
| Employer contribution / active EE | $3,140 | $2,837+10.6% | $2,678+17.2% | $2,243+40.0% |
| Participant deferral / active EE | $1,283 | $3,430-62.6% | $3,976-67.7% | $2,729-53.0% |
| Admin fee / account holder | $35 | $238-85.4% | $6,100-99.4% | $1,145-97.0% |